EPSBvsEZMETF Comparison
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Harbor SMID Cap Core ETF (EPSB) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. EPSB's top 3 sector exposures are Industrials, Finance and Technology. In contrast, EZM's top sector exposures are Finance, Industrials and Technology. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.38% for EZM. EPSB is up 16.75% year-to-date (YTD) with +$3M in YTD flows. EZM performs worse with 12.09% YTD performance, and +$25M in YTD flows. Run a side-by-side ETF comparison of EPSB and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EPSB vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB EZM | +0.46%+2.57% | -3.57%-1.90% | +16.75%+12.09% | +16.73%+13.41% | n/a+62.45% | n/a+45.15% |
| Flows | EPSB EZM | +$3M+$4M | +$3M+$8M | +$3M+$25M | +$3M+$26M | --$88M | --$127M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB EZM | +12.10%+10.70% | +14.66%+13.38% | n/a+17.80% | n/a+20.05% |
| Max drawdown | EPSB EZM | -7.97%-7.62% | -8.47%-8.88% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | EPSB EZM | 71d71d | 49d65d | n/a372d | n/a372d |
Trading data
EPSB | EZM | |
Last sale 10/27/2026 at 1:30 PM | $26.65 | $74.44 |
| Previous close 10/26/2026 | $26.47 | $74.18 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EPSB
is actively managed and doesn’t replicate an indexEPSB | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
EPSB | EZM | |
|---|---|---|
| Last price | $26.65 | $74.44 |
| 1D performance | +0.68% | +0.35% |
| AuM | $7.28 M | $926.62 M |
| E/R | 0.88% | 0.38% |
Characteristics
EPSB | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 56 | 506 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
EPSB
USA
96.33%
Other
3.67%
EZM
USA
96.14%
Other
3.86%
Sectors
EPSB
Industrials
22.29%
Finance
21.62%
Technology
16.87%
Healthcare
10.49%
Non-Energy Materi.
9.68%
Other
19.04%
EZM
Finance
24.97%
Industrials
12.63%
Technology
11.67%
Healthcare
10.71%
Consumer Cyclical.
8.32%
Non-Energy Materi.
7.7%
Other
24%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
37.44%
EZM
Total weight of top 15 holdings out of 15
11%
Top 15 holdings
Data as of August 31, 2026
EPSB
Moog, Inc.
3.12%
FormFactor, Inc.
2.76%
Woodward, Inc.
2.72%
Charles River Laboratories International, Inc.
2.68%
Ryder System, Inc.
2.68%
Reinsurance Group of America, Inc.
2.64%
Archrock, Inc.
2.56%
Teledyne Technologies, Inc.
2.47%
Arrow Electronics, Inc.
2.45%
CACI International, Inc.
2.26%
FirstCash Holdings, Inc.
2.25%
GATX Corp.
2.23%
BorgWarner, Inc.
2.21%
Snap-On, Inc.
2.21%
Valmont Industries, Inc.
2.19%
EZM
Viatris, Inc.
1.45%
CF Industries Holdings, Inc.
0.95%
APA Corp.
0.86%
Ovintiv, Inc.
0.81%
RenaissanceRe Holdings Ltd.
0.78%
TD SYNNEX Corp.
0.73%
Jackson Financial, Inc.
0.67%
The AES Corp.
0.67%
Franklin Resources, Inc.
0.65%
BorgWarner, Inc.
0.63%
Globe Life, Inc.
0.59%
SiriusXM Holdings, Inc.
0.57%
Lincoln National Corp.
0.56%
Entegris, Inc.
0.55%
Permian Resources Corp.
0.54%
Frequently asked questions about EPSB and EZM
How have the EPSB and EZM ETFs performed in 2026?
As of October 26, 2026, EPSB is up 16.75% year-to-date (YTD), while EZM has returned 12.09%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: EPSB or EZM?
Year-to-date, the EPSB ETF saw +$3M in flows, compared to +$25M for EZM.
Which ETF is more volatile: EPSB or EZM?
Over the past year, EPSB had a volatility of 14.66%, while EZM experienced 13.38%.
Which ETF is bigger: EPSB or EZM?
As of October 26, 2026, EPSB holds $7.28 M in assets under management (AUM), while EZM manages $926.62 M.
What sectors do the EPSB and EZM ETFs invest in?
EPSB leans toward sectors like Industrials, Finance and Technology. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSB ETF and EZM ETF?
EPSB top holdings include Moog, Inc., FormFactor, Inc. and Woodward, Inc.. EZM holds in its top three: Viatris, Inc., CF Industries Holdings, Inc. and APA Corp..
Which ETF is more diversified: EPSB or EZM?
EPSB holds 56 securities with 37.44% of its assets in the top 15. EZM has 559 securities and a top 15 weight of 11%.
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